+4,681.2%
DELL vs PODD
+234.3%
+4,446.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.9% |
| 7D | +14.9% | +1.6% | +13.3% | +14.6% |
| 30D | +13.3% | +10.7% | +2.6% | +11.1% |
| 3M | +24.4% | +0.7% | +23.7% | +22.2% |
| 6M | +258.0% | -39.3% | +297.3% | +285.9% |
| YTD | +320.2% | -48.1% | +368.3% | +367.6% |
| 1Y | +319.1% | -57.4% | +376.5% | +384.6% |
| 3Y | +706.5% | -23.3% | +729.8% | +706.1% |
| 5Y | +1,071.9% | -51.3% | +1,123.2% | +1,148.8% |
| 10Y | +4,683.5% | +242.0% | +4,441.4% | +3,536.2% |
| All | +4,681.2% | +234.3% | +4,446.9% | +3,530.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling